Allie Family Office’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Allie Family Office’s Portfolio BMAR Stock Details BMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$550K	Hold	9,550	–	–	0.2%	61
2026 Q1	$501K	Buy	+9,550	New	+$510K	0.22%	58

Other funds holding BMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allie Family Office's BMAR Position: Q2 2026 in Review

Allie Family Office held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 9,550 shares worth $550K. The position accounts for 0.2% of the portfolio, ranked #61.

Allie Family Office first reported a position in BMAR in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Allie Family Office held 9,550 shares of Innovator US Equity Buffer ETF March worth $550K as of Q2 2026.
Allie Family Office left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.2% of Allie Family Office's portfolio in Q2 2026, its #61 holding.
Allie Family Office first reported a position in Innovator US Equity Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.